Add an Operation

Introduction

Operations are the equivalent to a Class in Quickbooks & are used in SingleOps to segment Jobs, Items, & other data. The most common use of Operations is segmenting types of services/Jobs, such as, General Tree Care, Plant Health Care, Landscape Maintenance, Installation, etc. Operations are also commonly used by large companies with multiple office locations, to segment services/Jobs by those locations.

Table of Contents

I. How to Add an Operation

- Navigation & Set-Up

- Example

- Additional Notes

 

I. How to Add an Operation

 

Navigation & Set-Up

1. Navigate to:

            mceclip0.png Admin >

                   Operations 

2. Select New Operation 

3. Enter a Name & Location 

*Note: The location entered here is used as the starting location when optimizing routes for driver's assigned to this route operation. Follow this link for more information on Route Optimization. 

4. Select Create Operation

 

Example 

Screen_Recording_2021-07-29_at_11.01.24_AM.gif

 

Additional Notes

  • Operations (Classes) can also be created & synced from Quickbooks

  • Additional functionality is available with Operation-Level Branding. Follow this link for more information. 

  • Operations can also be used for reporting, offering valuable insight into profitability by service type, & can be used to improve marketing efforts, set competitive pricing, or gain a more comprehensive picture for devoting resources moving forward. 





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